Eastern Bank’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Eastern Bank’s Portfolio USIG Stock Details USIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-3,433	Closed	-$176K	–	1140
2026 Q2	$176K	Hold	3,433	–	–	﹤0.01%	407
2026 Q1	$176K	Hold	3,433	–	–	﹤0.01%	387
2025 Q4	$178K	Buy	+3,433	New	+$179K	﹤0.01%	379

Other funds holding USIG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

SIMA Wealth Partners North Chesterfield, Virginia $143M AUM 10.59% 1-Year Est. Return

Eastern Bank's USIG Position: Q3 2026 in Review

Eastern Bank sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q3 2026, closing a stake of 3,433 shares — an estimated $176K sold.

Eastern Bank first reported a position in USIG in Q4 2025 and held it in 3 quarters. The position peaked at $178K in Q4 2025. 110 funds tracked by Wall St. Rank hold USIG as of Q3 2026.

Eastern Bank reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Eastern Bank sold 3,433 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $176K.
Eastern Bank first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q4 2025 and held it in 3 quarters.
Eastern Bank's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $178K in Q4 2025.
110 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.